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11-17 Entering Contacts & Organizations in Daylite
- Level: 2
- Lesson Video Length: 25 minutes.
- Lesson Manual: 15 pages. (Scroll to bottom of lesson to download PDF)
In this lesson you will learn:
- How to enter a contact & organization into Daylite at the same time and check for duplicates.
- How to modify the phone, address or electronic address labels
- How to change the order in which the labels show up.
- How to change the phone number formatting.
- Modifying roles & relationships for contacts.
- Modify the contact extra fields.
You will also learn about the Net Promoter Score or NPS and what it can do for your business . See the linked book "Answering the Ultimate Question" at the bottom of this lesson if you want to delve into it more.